Glenview Trust Wealth Access
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Glenview Trust Wealth Access
Glenview Trust Wealth Access

Glenview Trust Wealth Access

App Size: 3.6 MB
Release Date: Apr 28, 2018
Price: FREE
Price
FREE
Size
3.6 MB

Screenshots for App

iPhone
iPhone X
More Screenshots for iPad
From Glenview Trust and Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.

Wealth Access' Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.

Wealth Access’ permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.

IT’S EASY TO GET STARTED
Wealth Access is available by contacting your Glenview Trust officer today.
Wealth Access automatically organizes all of your balance sheet and organizes your expenses.

KEY WEALTH ACCESS FEATURES:

View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth views
Shareable with Bankers, Accountants, Lawyers and Family Members

Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
To learn how Wealth Access protects your privacy, please visit
https://v2.wealthaccess.com/Content/policies/WA - Privacy Policy.pdf
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Glenview Trust Wealth Access 2.1.4 Update
Jan 6, 2021 Version History
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~The Glenview Trust Company
More Information about: Glenview Trust Wealth Access
Price: FREE
Version: 2.1.4
Compatibility: Requires Requires iOS 12 or later or later
Size: 3.6 MB
Genre: Finance
Release Date: Apr 28, 2018
Last Update: Jan 6, 2021
Content Rating: 4+
Developer: The Glenview Trust Company
Language: English -

All Apps & Games Created by: The Glenview Trust Company

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